Best Financial Advisors in Owen Sound, ON

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Owen Sound area.

Michele Mannerow - Financial Advisor

Michele Mannerow - Financial Advisor

(2)
“She helped us get things on track quickly and was real about our situation without being discouraging.”
In Business Since 2007
167 10th St W, Owen Sound, ON N4K 3R1
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Desmarais Financial Services

Desmarais Financial Services

““One of the many things that makes Rachel so valuable to her clients is her natural gift for putting people at ease. Finances can be stressful, and Rachel's ability to ease her clients' stress and uncertainty, and turn it into a practical plan, is in...”
In Business Since 2008
345 8th St E Suite 208, Owen Sound, ON N4K 1L3
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Wakeford and Company CPA Professional Corporation

Wakeford and Company CPA Professional Corporation

(1)
Management Consulting and Small Business
“Did my taxes for me a few years ago, then I made the mistake of going to H&R Block for a couple years.”
In Business Since 2014
1580 20th St E, Owen Sound, ON N4K 3H1
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IPC Investment Corporation - Betty Anne Knight

IPC Investment Corporation - Betty Anne Knight

Estate Planning, Retirement Income, Cash & Credit Management
“Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to ourCorporate Social Responsibility(CSR) efforts, is the community development project in Honduras ...”
In Business Since 2014
1156 2nd Ave E #101, Owen Sound, ON N4K 2H9
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Sound Life Solutions Corp

Sound Life Solutions Corp

“I started off barely thinking anything of life insurance and have grown to understand why protecting myself and my family with Life insurance is essential.”
In Business Since 2021
985 2nd Ave E, Owen Sound, ON N4K 2H5
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Manulife Securities

Manulife Securities

“Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our...”
In Business Since 2001
167 10th St W, Owen Sound, ON N4K 3R1
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Manulife Securities Brian Rawn

Manulife Securities Brian Rawn

771 2nd Ave E, Owen Sound, ON N4K 2G9
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Freedom 55 Financial a Division of London Life Insurance Co.

Freedom 55 Financial a Division of London Life Insurance Co.

2075 16th Ave E, Owen Sound, ON N4K 5P7
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Green Peak Securities

Green Peak Securities

“I retired in 2010, and we had a lot of financial decisions to make. Glen Izzard helped us set up our LIF & RIFFs, and helped organize our existing accounts. My wife retired in 2013 when her RRSP was converted to a RIFF. We are so grateful to have Gle...”
In Business Since 2020
Serving Owen Sound Area
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Gardhouse Financial Counsel

Gardhouse Financial Counsel

(11)
Bookkeeping/Accounting Services, Insurance and Investment Products, Small Business Financial Services
“I found that going with Gardhouse was way easier (I was able to submit a lot of the stuff via email) and my return was way better than before - not sure if it was magic or if they found things that HR Block missed.”
In Business Since 2011
Transparent Fees & Pricing
Serving Owen Sound Area
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RBA Financial Group

RBA Financial Group

“We use an active, hands-on approach that takes into account how changing one element of your finances affects other aspects. That is how we identify the optimum way to get the best overall results, whether it involves capital gains harvesting, RIF de...”
In Business Since 1999
Serving Owen Sound Area
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Brannan Wealth Management

Brannan Wealth Management

Life Insurance, Travel Insurance, Long-Term Care Insurance
“The Life Planning process provides you with the opportunity to look at your life from a “big picture” perspective, beyond the dollars and cents. It lets you delve into what matters most to you and your family. Most financial plans are obsolete the mi...”
In Business Since 2016
Serving Owen Sound Area
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Underwood Financial

Underwood Financial

“Underwood Financial offers sound, confidential,advice from our in house Financial advisors. Based in Port Elgin we provide wealth management services centered on the needs of our clients. With over 20 years of financial advising experience serving Sa...”
In Business Since 2013
Serving Owen Sound Area
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Harvey Financial Solutions

Harvey Financial Solutions

“We offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook...”
In Business Since 2015
Serving Owen Sound Area
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Tenth Street Wealth Management

Tenth Street Wealth Management

“Your investment planning and financial well-being will benefit from the Tenth Street Wealth team's 100+ years of combined experience and expertise. Located in Hanover, Ontario, we build relationships founded on trust, honesty, and responsiveness, bac...”
In Business Since 2022
Serving Owen Sound Area
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Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

Karen Chisholm CFP CLU CHS Pixel Financial Group Thornbury

(2)
“Karen takes the time to listen to your needs and develop plans that suit your personal situation.”
In Business Since 2014
Serving Owen Sound Area
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Investment Planning Counsel

Investment Planning Counsel

(2)
“Definately recommend them for managing your money, they saved me taxes.”
In Business Since 2019
Serving Owen Sound Area
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Joe Sammut - Mortgage Architects

Joe Sammut - Mortgage Architects

(24)
  • Team
  • Home
  • Professional
“As first time home buyers, we were originally working with another mortgage company, in which on the day we viewed the house we were most interested in and were chatting with our real estate agent about an offer, discovered that we should not be payi...”
In Business Since 2004
Licensed
Offers Financing Options
94 Broadway, Orangeville, ON L9W 1J9
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Wasaga Tax & Accounting

Wasaga Tax & Accounting

(6)
RSP Savings Assessments, Bookkeeping Services, Retirement and Estate Planning
“We have worked together in the past with mutual clients and she has always been very professional and efficient.”
In Business Since 2012
Serving Owen Sound Area
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The Financial Centre of Collingwood

The Financial Centre of Collingwood

(2)
“For the first time in my life, I have an entire team of people working to achieve my goals.”
In Business Since 2001
Transparent Fees & Pricing
59 Hurontario St, Collingwood, ON L9Y 2L7
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Crowning Touch Finance

Crowning Touch Finance

(2)
“He's amazing and will never invest your money into anything that will lose your money.”
In Business Since 2021
22 Mill St, Orangeville, ON L9W 2M3
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IPC Investment Corporation - Stephen Monaghan

IPC Investment Corporation - Stephen Monaghan

(1)
“We had our first experience with Stephen and his staff and were so impressed.”
In Business Since 2011
7 Mill St, Orangeville, ON L9W 2M2
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Bluerock Wealth Management

Bluerock Wealth Management

“At BlueRock Wealth Management Inc., our mission is to provide comfortable solid advice that fits your personal or business roadmap. Our clients are serious about their future, whether they're new to financial planning or knowledgeable about investmen...”
In Business Since 2008
115 Hurontario St Ste 201, Collingwood, ON L9Y 2L9
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Tundra

Tundra

Risk Advisory Services, Mission Support, Training
“Tundra assists both individuals and organizations navigate their exposure to risk organizational risks, particularly in relation to working in emerging and frontier market situations. These services includes due diligence services on project business...”
In Business Since 2009
Serving Owen Sound Area
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Retirement Planning and Investment Management Services in Owen Sound, ON Cost Estimates

Minimum cost
$1216
Maximum cost
$10334
National Average
$3648
Avg Per Hour Rates
$365
$2432
$6687
Fair price range is based on 542 cost profiles
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Average Cost $3648
Minimum cost $1216
Maximum cost $10334
Avg Per Hour Rates $365

Fair range $2432 to $6687 is based on 542 cost profiles.

Why these companies made our list

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